Areas
Split a location into areas such as Bar or Kitchen, put an area on each shift, and read the week by area.
An area is a named part of a location: Bar, Kitchen, Front desk. A shift can name one area, so the schedule shows where each person works, not only when. Each location keeps its own list.
Set up a location's areas#
Areas are set up on the web.
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Add an area
Type a name into New area name and select Add. The area is saved at once. Two areas at one location cannot have the same name.
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Put the areas in order
Drag a row by the grip on its left. The schedule's area view lists the areas in this order.
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Rename or recolour an area
The pencil opens Edit Area. Change Area Name or Color and select Save. A new name is also written onto the shifts at this location that carry the old one. The colour marks the area's row in the schedule's area view.
Retire or delete an area#
- Retire takes an area out of use. It is no longer offered when you add a shift. Shifts that already use it keep their label, and the schedule still groups them under it. The row turns dashed and shows Retired. Restore puts it back in use.
- The bin deletes the area after you confirm. Shifts that used it keep its name, and the schedule's area view then shows them in a separate row with that name.
Put an area on a shift#
On Schedules, add or open a shift. Choose the location first, then pick the area under Role. The list holds the areas in use at that location. It reads Select a location first until a location is chosen, and No areas defined when the location has none. If you change the shift's location, pick the area again.
Open More, then Manage Schedule, and add or open a shift. Choose the location, then pick the area under Role / area.
Who may add and change shifts is explained in Building the week.
Read the week by area#
On Schedules, admins and managers have a switch labelled View. Select Areas.
- Each area that holds a shift this week is one row, in the order you set.
- The shifts of managers and admins are in the first row, Shift managers.
- Shifts without an area are in the row No area.
- Areas with no shift this week are hidden. A line under the grid says how many.
- In this view the staff figures above the grid are split by area. Overview under a day opens that day in detail.
This view is for reading. Add and move shifts in Employees.
In Manage Schedule, switch from People to Areas. Each day's shifts are then grouped by area, with managers first.
One person, several areas in a day#
No tool rotates people between areas inside one shift. Give the person one shift per area instead: 08:00 to 12:00 in Kitchen, then 12:00 to 16:00 at the Counter. A shift may start exactly when the person's other shift ends. Two shifts of one person that overlap are refused.
When your company has two or more locations, the switch also offers Locations. There, a person's shifts of one day at one location share one card. When two of them follow each other with less than an hour between, the card shows an amber warning sign; select it to read no rest between.
Where else the area shows#
- On the phone. Employees see the area on their shift in Schedule.
- In a download. Both choices are on the web. For a CSV, tick the column Role: it starts unticked. For a PDF, set Group by to Role: each person keeps one row, listed under the area they worked most that week. See Download or print the schedule.
- In a copied week. Copy last week brings each shift's area along.
A button described here is missing? See I can't see a button or page someone else has.
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